Wills, Trusts, and Annuities

Pooled Income Fund

Gift Illustration

 

Pooled Income Fund Diagram

How it works

How it Works 1

You transfer cash or securities to the Pooled Income Fund trust established by .

How it Works 2

The trust issues you units, like a mutual fund, and pays you, or up to two income beneficiaries you name, the annual income attributable to your units for life.

How it Works 3

The principal attributed to your units passes to when the last income beneficiary dies.

Benefits

  • You receive gift credit and an immediate income tax deduction for a portion of your gift to the trust.
  • You pay no capital gains tax on any appreciated assets you donate.
  • Although modest, the income usually exceeds the level of stock dividends.
  • You can have the satisfaction of making a gift that benefits you now and later.

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For more information

Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.

Have Questions?

Contact your Charitable Estate Planning Representative to discuss your options.


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